Latest Blog Posts

LLC Planning For Your Family & Business

When it comes to understanding your estate and planning for it, the key concept is ownership. How do you own your assets? How should you own your assets? How can you easily pass along this ownership to your loved ones? When it comes to business assets, whether in the context of ordinary day-to-day operations or as a business owner setting up ...  continue »

Planning for IRA Inheritance

Parents who have substantial assets in an IRA should plan ahead for how their children may inherit those assets. The laws governing IRA assets, their transfers, taxation and inheritance, are complex. A single misstep can be unnecessarily costly. A recent article in the Wall Street Journal outlines some of the specific perils, and offers a few salient tips. Above all, ...  continue »

Protecting Your Little Ones

The Wall Street Journal typically focuses their editorial slant on financial assets, but an article last week actually touches on a much more important aspect of estate planning: Who will take care of your child(ren) if you die? It's a tough question to face, but if ignored, it leaves the fate of an orphaned child entirely up to someone who ...  continue »